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Employees: 1,529
Size Taier Heavy Industry (002347.SZ) is a China Industrials company (Electrical Products) with a market value of $471M, the 4002nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.36 on 6 Nov 2026.
Performance Over six months the shares fell 21.8%, against -30.0% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue fell 0.7% over the last twelve months (peer median +14.9%); the operating margin is -6.8% (peer median 0.8%).
Valuation It trades at 2.9× enterprise value to sales against a peer median of 1.9× (6th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +12 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 9.6 points below its cost of capital (8.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.15B | CN¥1.09B | CN¥1.07B | CN¥1.10B | CN¥1.08B |
| Revenue growth | — | +1% | -3% | +2% | — |
| Gross profit | CN¥208M | CN¥108M | CN¥177M | CN¥158M | CN¥174M |
| EBITDA | n/a | -CN¥37.5M | CN¥50.0M | -CN¥9.29M | -CN¥34.6M |
| Net income | -CN¥78.7M | -CN¥94.9M | CN¥14.6M | -CN¥42.5M | -CN¥38.6M |
| Free cash flow | CN¥89.2M | CN¥39.7M | -CN¥21.6M | CN¥18.9M | CN¥32.1M |
| Capital expenditure | CN¥43.0M | CN¥46.1M | CN¥34.4M | CN¥70.9M | CN¥81.7M |
| Total debt | CN¥456M | CN¥620M | CN¥766M | CN¥530M | CN¥445M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002347.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.9% | -10.1% | 3rd highest of 21 |
| 6-month return | -21.8% | -30.0% | 8th highest of 21 |
| Distance from 52-week high | -56.3% | -45.1% | 4th lowest of 21 |
| Revenue growth (TTM) | -0.7% | +14.9% | 6th lowest of 21 |
| Operating margin | -6.8% | 0.8% | 3rd lowest of 21 |
| EV / Sales | 2.9× | 1.9× | 6th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 18.1% | 14.8% | 4th most demanding of 10 |
| Growth delivered (Del g) | +6.1% | +4.0% | 5th highest of 10 |
| Hurdle (Req g minus delivered) | +11.9 pp | +0.3 pp | 4th most demanding of 10 |
| ROIC minus cost of capital | -9.6 pp | -4.6 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Taier Heavy Industry 002347.SZ | China | $471M | -22% | -1% | -7% | 2.9× | 18.1% | +6.1% |
| Tianneng Power International 0819.HK | Hong Kong | $470M | -47% | +6% | 1% | 0.2× | -1.3% | -0.6% |
| Cheng Mei Materials Technology 4960.TW | Taiwan | $470M | -36% | -7% | -14% | 1.9× | n/a | n/a |
| Maxell 6810.T | Japan | $474M | +2% | +6% | 6% | 0.6× | -1.1% | -1.4% |
| Jiangsu Ruitai New Energy Materials 301238.SZ | China | $474M | -34% | +50% | -5% | n/a | n/a | n/a |
| SolaX Power Network Technology (Zhejiang) 688717.SS | China | $468M | -68% | +57% | 0% | 0.5× | n/a | n/a |
| Transtech Optelecom Science 9963.HK | Hong Kong | $467M | +63% | +76% | -3% | 18.2× | 54.9% | -18.2% |
| Shanghai XFH Technology 300890.SZ | China | $475M | -35% | +52% | 7% | 2.7× | n/a | n/a |
| Song Chuan Precision 7788.TW | Taiwan | $467M | +15% | +34% | 9% | 2.3× | n/a | n/a |
| Sinostar Cable 300933.SZ | China | $477M | -29% | +13% | 0% | 1.3× | n/a | n/a |
| Zhejiang Tengen Electrics 605066.SS | China | $477M | -21% | -3% | 0% | 1.0× | n/a | n/a |
| Sichuan Zhongguang Lightning Protection Technologies 300414.SZ | China | $478M | -31% | +21% | 3% | 4.7× | n/a | n/a |
| Senci Electric Machinery 603109.SS | China | $460M | -33% | -3% | 4% | 1.0× | 18.1% | +13.4% |
| Anfu CE LINK 300787.SZ | China | $484M | -4% | +17% | -1% | 1.3× | n/a | n/a |
| Daewon Cable 006340.KS | South Korea | $457M | -49% | +38% | 2% | 0.8× | n/a | n/a |
| Nantong Xingqiu Graphite 688633.SS | China | $490M | -47% | +44% | 31% | 2.0× | -6.5% | +7.6% |
| Lanzhou Greatwall Electrcal 600192.SS | China | $453M | -17% | -6% | -23% | 3.0× | n/a | n/a |
| SEMCNS 252990.KS | South Korea | $492M | -20% | +66% | 29% | 5.9× | 14.8% | +16.8% |
| Changzhou Xiangming Intelligent Drive System 301226.SZ | China | $450M | -29% | +4% | 1% | 4.8× | 38.8% | -1.6% |
| Beijing Dinghan Technology 300011.SZ | China | $494M | -26% | -2% | -1% | 2.7× | 31.5% | +7.2% |
| Takaoka Toko 6617.T | Japan | $443M | -40% | +6% | 9% | 0.5× | 2.3% | +4.0% |